Senior Technical Associate

5 Minutes ago • All levels • Technical Art

Job Summary

Job Description

The Senior Technical Associate will service Institutional Clients, handling enquiries via phone, webchat, and email, and processing AWD tasks. This role involves acting as a primary contact, building strong client relationships, and ensuring service level agreements are met. Responsibilities include portal administration, query resolution, system understanding, and providing 1st line technical and business support. The associate will also contribute to process improvements and support team members.
Must have:
  • Service Institutional Clients via multiple channels (phone, webchat, email).
  • Resolve queries and process AWD work tasks efficiently.
  • Act as primary contact and build strong client relationships.
  • Administer the Institutional Investor Portal and handle client queries.
  • Understand and troubleshoot monitored systems.
  • Provide 1st line technical and business support.
  • Be competent in CASS, Settlement, Dealing, and Client setup.
  • Perform quality checks and contribute to process improvements.
  • Support new team members and act as a referral point.
  • Work from the client's London office twice a month.
Perks:
  • Hybrid Work Model
  • Business Casual Dress Code (including jeans)
  • Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off
  • Sick Leave
  • Paid Holidays
  • Medical
  • Dental
  • Vision
  • Employee Assistance Program
  • Parental Leave
  • Committed to Welcoming, Celebrating and Thriving on Diversity
  • Hands-On, Team-Customized Training (including SS&C University)
  • Discounts on fitness clubs, travel and more!

Job Details

Get To Know the Team

As an STA you will service Institutional Clients and management company enquiries through various channels including Inbound/Outbound telephone contact, Webchat, Emails and processing AWD work type tasks created by other departments. Achieving these in line with Service Level Agreements (SLAs) and Key Performance Indicators (KPIs). Working in partnership with one of our key Clients, the role will provide 100% dedicated focus. Being responsible for acting as primary contact and ensuring all enquiries are handled efficiently and professionally within the agreed KPIs. The successful candidate will act as an ambassador, building a deep relationship with Client. The role will require the successful candidate to visit and work from their Head office in London and provide management information including quality and trend analysis.

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
  • Your Future: Professional Development Reimbursement
  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
  • Training: Hands-On, Team-Customized, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

Ensure SS&C meets their Clients’ expectations, in line with Service Level Agreements (SLA) and Key Performance Indicators (KPI) by servicing Institutional clients

  • Investigate and resolve queries received via telephone calls, email, Webchat and also AWD work created by other departments.
  • Administration of the Institutional Investor Portal and client queries, including proactive detection of issues and investigations
  • Work with the Manager to drive forward the operational culture of ‘VALUED’ and support the voice of the customer initiative called ‘Putting the Client at the Heart”
  • Demonstrate a high level of understanding of all monitored systems and how they link into other departments inclusive of issue resolution where impacts to other departments occur
  • Must actively seek & respond to feedback. Use service failures both internally & externally as an educator to improve our process, procedures & overall service
  • Take ownership of a subset of Client’s accounts and attend internal/external meetings as the SME to support ICS Manager with the management of the relationship
  • Actively contribute to team and departmental meetings
  • Able to act as a referral point for others in the team and support new joiners to the department
  • Be a role model by adhering to all SS&C policies and procedures
  • Work collaboratively with our ICS team in India, sharing best practices and process improvement initiatives
  • Encourage proactive use of the institutional portal internally and promote self-service to our clients
  • Primary associate to handle incoming telephone calls and respond to e-mails.
  • Fully immersed in and a champion of the Client’s culture.
  • Perform quality checks on all work processed and themselves be quality monitored independently by the ICS Management team, all results will be shared with the Client monthly.
  • Subject Matter Expert on Institutional Investor Portal.
  • Primary associate to oversee and on-board institutions to the portal.
  • Competent in all aspects of the following within 6 months and will liaise with other departments for escalations: CASS (but not a CASS SME), Settlement, Dealing, Client set up.
  • Available to work at the Client’s office twice a month (London: Travel expenses covered in line with SS&C policy and subject to technology constraints).
  • Focus on building an understanding of the Client’s most important 50 clients in the first 6 months.
  • Review ICS Change, Business SME’s, Change Team & CSM’s upon receipt.
  • User support – 1st line technical and business support
  • Identify opportunities for process efficiencies and influence the business to action
  • To exercise due care and diligence

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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About The Company

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

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